日本加入数据中心热潮，这些股票可能从中受益

日本加入数据中心热潮，这些股票可能从中受益

日本在一项为期15年的战略投资计划中，将人工智能基础设施列为优先发展事项。

当世界其他地区都在为数据中心热潮过后的“宿醉”而忧心忡忡时，日本却正加速赶来加入这场狂欢。这一转变可能会带动一些此前不太受关注的股票上涨，尤其是在政府的强力支持下，数据中心建设正成为日本经济发展的新动力。

投资者纷纷布局，Anthropic和戴尔等巨头已在日本宣布数十亿美元的数据中心项目，显示出市场的巨大潜力。政府将AI基础设施列为优先事项，致力于打通审批堵点，推动数据中心建设。

然而，电力供应的挑战依然存在，核电的重启面临政治化的阻力。尽管如此，荒川预测日本的数据中心容量将在未来几年翻倍，相关企业的股价也将随之上涨。

在这样的背景下，日本是否能在数据中心竞赛中迎头赶上？

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Japan joined the data centre boom, and these stocks could benefit.

Japan has made artificial intelligence infrastructure a development priority in a 15-year strategic investment plan.

While the rest of the world was worried about the “over hangover” after the rush of the data centre, Japan was accelerating to join the party. This shift is likely to lead to a number of previously low-profile stock increases, especially as data centre construction is becoming a new engine of economic development in Japan, with strong government support.

Investors have spread and giants such as Anthropic and Dale have announced multi-billion dollar data centre projects in Japan, demonstrating the enormous potential of the market. The Government has made AI infrastructure a priority and is committed to facilitating access to clearance barriers and to promoting data centres.

However, challenges to the supply of electricity remain, and the resumption of nuclear power faces politicized resistance. Despite this, the data centre capacity in Japan is projected to double in the coming years, with the associated equity prices rising.

Against this background, could Japan catch up in the data centre competition?

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